Entering a Customer or Supplier - Contact Card
- Address
- Enter here the address to which Invoices and Payments are to be sent.
- Contact
- Paste Special
Contact Person register
- Used as default in Sales Invoices
- You can enter the name of your main contact person here: it will be transferred as a default entry whenever this Customer record is used in a transaction. The 'Paste Special' selection list will only show contact names for the Customer in question (identified by Customer Number).
- Telephone, Fax Email, Skype Name
- Enter the company's main telephone, fax numbers, email address and Skype name here. You should enter extensions, direct line and mobile numbers, e-mail addresses and Skype Names for each contact in the Contact Person register.
- If you need to contact the company and you are using Windows, click the [Communicate] button in the Button Bar:
The following window opens, containing the company's contact details:
Subject to your computer or network having the suitable connection software and hardware, click on a contact method in the list on the left, and then click the appropriate button on the right. The Skype application will be started automatically, allowing you to call using Skype or SkypeOut (if you clicked on a telephone number). A new Activity window will also be opened, allowing you to record the details of the call or contact immediately.
- Web Site
- If the company has a website, enter its address (URL) here.
- VAT Reg No.
- It is important that the Customer's VAT Number is recorded here if they are in the "Within EU" Zone as this information is required for EU VAT reporting purposes.
- Reg No
- If the Customer is a limited company, enter their Company Registration Number here.
